Latest Institutional Transactions on Ishares S&P Smallcap 600 Value (IJS)
This table provides information on the latest institutional transactions involving Ishares S&P Smallcap 600 Value (IJS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-714- 98.62% |
$70.7K - $80.1K
|
10
$1.1K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.97KNew |
$195K - $221K
|
1.97K
$217K
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
53+ 2.58% |
$5.25K - $5.95K
|
2.1K
$232K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-24.6K- 35.03% |
$2.43M - $2.76M
|
45.6K
$5.02M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.15K- 1.82% |
$114K - $129K
|
61.8K
$6.81M
|
|
|
Dec 01, 2025
Q3 2025
|
Ltg Capital LLC
|
SELL
|
- |
-432- 1.17% |
$42.8K - $48.5K
|
36.6K
$4.04M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
5New |
$495 - $561
|
5
$551
|
|
|
Nov 21, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-427K- 98.8% |
$42.3M - $47.9M
|
5.17K
$570K
|
|
|
Nov 21, 2025
Q3 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4+ 0.06% |
$396 - $449
|
6.31K
$696K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-58- 0.53% |
$5.74K - $6.51K
|
10.8K
$1.2M
|
|
|
Nov 20, 2025
Q3 2025
|
Mayport, LLC
|
BUY
|
- |
1+ 0.03% |
$99 - $112
|
3.58K
$394K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-334- 0.42% |
$33.1K - $37.5K
|
79.5K
$8.76M
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-700- 1.34% |
$69.3K - $78.5K
|
51.7K
$5.7M
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-671- 3.34% |
$66.4K - $75.3K
|
19.4K
$2.14M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
412KNew |
$40.8M - $46.2M
|
412K
$45.4M
|
|
|
Nov 19, 2025
Q3 2025
|
Penobscot Wealth Management
|
BUY
|
- |
4.34KNew |
$430K - $487K
|
4.34K
$478K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.08K- 3.8% |
$305K - $346K
|
78.1K
$8.61M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
883+ 116.18% |
$87.4K - $99.1K
|
1.64K
$181K
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
113+ 5.19% |
$11.2K - $12.7K
|
2.29K
$252K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.53K- 3.36% |
$152K - $172K
|
44.1K
$4.86M
|
|
|
Nov 17, 2025
Q3 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
2.05KNew |
$202K - $229K
|
2.05K
$225K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
84New |
$8.32K - $9.42K
|
84
$9.26K
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2+ 0.08% |
$198 - $224
|
2.57K
$283K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.72K- 3.75% |
$269K - $305K
|
69.8K
$7.69M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
BUY
|
- |
219+ 5.61% |
$21.7K - $24.6K
|
4.12K
$454K
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
18+ 0.2% |
$1.78K - $2.02K
|
8.85K
$975K
|
|
|
Nov 17, 2025
Q3 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
1.82KNew |
$180K - $204K
|
1.82K
$201K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-8.47K- 1.42% |
$839K - $951K
|
587K
$64.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.33K+ 67.89% |
$725K - $822K
|
18.1K
$2M
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
692New |
$68.5K - $77.6K
|
692
$76.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.07K+ 0.55% |
$205K - $232K
|
380K
$41.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-5.31K- 40.34% |
$525K - $595K
|
7.85K
$864K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-753- 6.61% |
$74.5K - $84.5K
|
10.6K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-768- 0.86% |
$76K - $86.2K
|
88.1K
$9.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.43K- 90.12% |
$538K - $609K
|
595
$65.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Cim, LLC
|
BUY
|
- |
8+ 0.33% |
$792 - $898
|
2.41K
$266K
|
|
|
Nov 14, 2025
Q3 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
13.8KNew |
$1.36M - $1.54M
|
13.8K
$1.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-783- 9.38% |
$77.5K - $87.9K
|
7.57K
$834K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.69K+ 2.32% |
$167K - $189K
|
74.5K
$8.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.8K+ 2.29% |
$376K - $426K
|
170K
$18.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
103+ 2.43% |
$10.2K - $11.6K
|
4.35K
$479K
|
|
|
Nov 14, 2025
Q3 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-4K- 10.32% |
$396K - $449K
|
34.8K
$3.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.52K- 10.33% |
$447K - $507K
|
39.2K
$4.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.13K+ 3.82% |
$211K - $239K
|
57.8K
$6.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
149+ 0.08% |
$14.7K - $16.7K
|
190K
$20.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
47K+ 220.93% |
$4.65M - $5.27M
|
68.2K
$7.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.91K+ 4.18% |
$387K - $438K
|
97.4K
$10.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.86K- 38.16% |
$184K - $209K
|
3.01K
$332K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
18.5KNew |
$1.83M - $2.08M
|
18.5K
$2.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-25.7K- 84.07% |
$2.55M - $2.89M
|
4.87K
$537K
|
|